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Fortis Advisors, LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortis Advisors, LLC on JEPQ, newest first. How the timeline and the estimate are built.

Fortis Advisors, LLC held 7,556 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,556 shares
    Change vs previous 13F +33 shares

    0.22% of the 13F portfolio, value $464,376.

    13F-HR 0001697478-26-000006 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,523 shares
    Change vs previous 13F +197 shares

    0.21% of the 13F portfolio, value $417,697.

    13F-HR 0001697478-26-000004 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,326 shares
    Change vs previous 13F +183 shares

    0.23% of the 13F portfolio, value $425,780.

    13F-HR 0001697478-26-000002 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,143 shares
    Change vs previous 13F +177 shares

    0.23% of the 13F portfolio, value $410,861.

    13F-HR 0001697478-25-000004 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,966 shares
    Change vs previous 13F +234 shares

    0.24% of the 13F portfolio, value $378,925.

    13F-HR 0001085146-25-004103 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,732 shares
    Change vs previous 13F -448 shares

    0.23% of the 13F portfolio, value $348,582.

    13F-HR 0001085146-25-002172 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,180 shares
    Change vs previous 13F +198 shares

    0.27% of the 13F portfolio, value $404,802.

    13F-HR 0001085146-25-000148 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,982 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $383,521.

    13F-HR 0001085146-24-005437 filed by Fortis Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).